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Cfp Jobs in Durham, NH (NOW HIRING)

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Cfp information

See Durham, NH salary details

$59.8K

$100K

$138.3K

How much do cfp jobs pay per year?

As of Aug 26, 2026, the average yearly pay for cfp in Durham, NH is $99,963.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,300.00 and $112,300.00 per year, depending on experience, location, and employer.

What is a CFP?

CFP stands for Certified Financial Planner, a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements set by the CFP Board. CFPs help individuals and families create comprehensive financial plans, covering areas such as investments, retirement, taxes, estate planning, and insurance. They are held to a fiduciary standard, meaning they must act in their clients’ best interests when providing financial advice.

What does a CFP do?

A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.

What skills and qualifications are needed to be a CFP?

To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, underpinned by a bachelor's degree and CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top CFPs apart. These skills and qualities ensure clients receive sound, personalized advice and foster long-term trust and compliance with regulatory standards.

How do CFPs build long-term client relationships and trust?

Certified Financial Planners (CFPs) build long-term client relationships by consistently providing personalized financial advice, maintaining transparent communication, and demonstrating reliability and ethical standards. They schedule regular check-ins to review clients' financial goals, adjust plans as needed, and proactively address changes in financial markets or regulations. Establishing trust also involves confidentiality, clear documentation, and ongoing education to help clients make informed decisions, which ultimately fosters loyalty and referrals.

What jobs can I get with a certified financial planner certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in financial services firms, banks, or independent practices. The certification demonstrates expertise in areas like estate planning, tax strategies, and investment management, and typically requires strong communication skills and knowledge of financial tools.
More about Cfp jobs

What are popular job titles related to Cfp jobs in Durham, NH?

For Cfp jobs in Durham, NH, the most frequently searched job titles are:

What cities near Durham, NH are hiring for Cfp jobs?

Cities near Durham, NH with the most Cfp job openings:

Cfp jobs near you
Infographic showing various Cfp job openings in Durham, NH as of August 2026, with employment types broken down into 5% Internship, 83% Full Time, 8% Part Time, and 4% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $99,963 per year, or $48.1 per hour.

Financial Consultant

Portsmouth, NH • On-site

Equitable Advisors - Southern New Hampshire
See more jobs at Equitable Advisors - Southern New Hampshireexternal

$75K/yr

Full-time

Re-posted 21 days ago

Job description

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Compensation:

$75,000+ at plan


Responsibilities:
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products

Qualifications:
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
  • Bachelor’s degree in business administration, finance, or related field is required
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred
  • FINRA Series 7 and 66



About Company

Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.

We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.